A recent paper by private equity firm KKR argues that, although the increased leverage and smaller company sizes typically included in private equity portfolios should lead to more volatility in…
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Rob Arnott Talks About a Fanmag Bubble
In a recent interview with Financial News, Research Affiliates partner Rob Arnott argued that the surge in valuations of the largest U.S. tech stocks is unlikely to continue, adding that…
Factor Portfolio Returns and Implementation Costs
A recent Advisor Perspectives article by BAM Alliance director of research Larry Swedroe discusses the degree to which implementation costs may affect factor premiums. Swedroe first offers a checklist of…
Glamour Stock Excitement Starting to Fade
Although in recent years glamour stocks — companies with “big expectations and pricey shares, but little or no profits”—have paid off big because their popularity has boosted share price, “there…
The Case For Dividend Investing Via The Dividend Aristocrats
Investors looking for high-quality stocks to own for the long-term should consider investing in dividend stocks, particularly high-quality dividend stocks like the Dividend Aristocrats. To be a Dividend Aristocrat, a…
"Halloween Indicator" More Trick than Treat
In a recent MarketWatch article, columnist Mark Hulbert suggests that those buying into the so-called “Halloween Indicator”—that is, a six-month upside for stocks—may be disappointed. “That pattern is based on…
Loomis Sayles on Investors' Biggest Challenge
A recent article in Advisor Perspectives offers market insights from Dan Fuss, vice chairman of Loomis Sayles, who argues that climate change is now “the greatest challenge facing society and…
Value Stocks Not Left for Dead Yet
Although the value strategy has been “in crisis” of late, a recent Bloomberg article suggests, “let’s not take the panic too far.” It says, “Yes, on a relative basis, the…
Stock-Fund Performance Predictor is Powerful
A recent article in Morningstar discusses a powerful—yet widely unknown and unused– equity fund performance predictor that was introduced in a 2005 research paper and subsequently shared in the Journal…
Why Buffett is Sitting on Piles of Cash
A recent article in MarketWatch ponders the question of why Warren Buffett has chosen to maintain and even add to his massive cash balances. “One reason may lie in this…